Opportunity Budget Lines Sub-Tab
This section includes the fields and descriptions for the Opportunity Budget Lines sub-tab.
| Field | Description |
|---|---|
| Description | In this field, you enter a text, which is attached to the activity on quotes and order confirmations. If you enter an activity, Maconomy suggests either the activity text from the “Description” field in the window Activities or the description of the entered task (if any) in the window Job Tasks, but you can change it on the budget line. In the window Activities, you can set up which text to derive as budget line description for each activity. The original activity text is displayed in the field “Activity Name.” |
| Line Type |
In this pop-up field, you select the type of the current job budget line. Selecting a value is mandatory. In the card part, the field “Default Line Type” in the island Line Creation defines the default value of this field, that is the value which is automatically suggested when you create the line. You may then select something else. You can choose between the following values:
Note that by changing the line type, you change the activity number. See the description of the field “Act. No.” for considerations with regard to changing the activity number. If you specify an activity in the field “Act. No.,” this field will change to reflect the type of activity you entered, that is either “Time,” “Amount,” or “Outlay.” |
| Task | In this field, you can specify the task to which the job budget line is to be assigned. Specifying a task list is mandatory, if a task list has been specified for the job, typically via the template based on which the job was created, or if the action “Require Tasks” has been selected in the window Job Tasks.
If neither of the system parameters “Create Tasks from Job Budgets” nor “Extended Task Creation from Budgets” (see below) has been marked, you must enter a task which exists in the task list in question. If both this field and the field “Act. No.” are left blank, the line can be used as a text line for a more detailed budget description or as a grouping level in a work breakdown structure. If either of the system parameters “Create Tasks from Job Budgets” or “Extended Task Creation from Budgets” has been marked, you can enter a task which does not already exist in the job’s task list. When you do, Maconomy will create the task in the job’s private task list, using the activity entered on the line as derived activity. If a job specific task list does not already exist, the shared task list assigned to the job will be copied and made job specific. For more information, see the description of the window Job Tasks. If the system parameter “Mark ‘Overwrite Activity’ On Tasks” is marked, the field “Overwrite Activity” is marked in the new task. The description entered in the field “Description” is transferred to the new task and used as task description according to the rules outlined in the description of the two system parameters which concern task creation. Be aware that the specified activity can be set up to derive either the activity text or the task description in the field “Description.” The way the new task is named is defined by and described in the system parameters “Number of Trailing Characters for Task Names” and “Extended Task Creation from Budgets.” Tasks may need to be approved (see the window Approve Tasks). If this is the case, you cannot use the actions “Submit Budget” or “Transfer to Sales Order” until all tasks in the budget have been approved. If dimension values have been specified for the task, these dimensions are automatically suggested on new budget lines unless other values have been entered manually. If the window Job Tasks or Task Lists specifies that derived dimension values should overwrite existing dimensions values, any manually entered dimensions will be overwritten. |
| Act. No. | In this field, you enter the number of the activity for which you wish to make a budget estimate. If both this field and the field “Task” are blank, the line is a text line. If this field shows “*,” the line is a summary line which creates a subtotal when the budget is printed using the “Standard” layout. You cannot budget on summary activities. Note that you cannot enter a “*” if you use work breakdown structure. Instead use the field “Line Type” to specify that the current line is a line of the type “Sum/Text” and indent the relevant lines below it. You can enter more than one line for the same activity, but note that every job entry is registered to an activity and not to a budget line.
If a job budget text from the window Activities has been assigned to one of the activities used in this window, the standard text will be transferred to the window Job Budget Texts. You can subsequently edit the text so that it fits each job budget line in the window Job Budget Texts. You can change the activity on a line if the line does not have sales orders, requisitions, or purchase orders assigned to it, and the budget is not closed. You can change the activity directly or by changing the line type in the field “Line Type.” If tasks are required for the current job, the activity may be derived from the task. If you change the activity, you will be asked to confirm the change, and the task will be updated in the job specific task list to derive the new activity – provided that tasks can be created from budgets (see the description of the field “Task” above). Furthermore, the task may need to be approved again, if task approval is required. Note that if price control from budget is enabled, changing the activity to an activity of another type (for example from a time activity to an amount activity) will cause the price on the current line to be recalculated, even if the system parameter “Update prices upon dimension change” is not set. |
| Empl. Cat. No. | In this field, you can assign a certain employee category to the job budget. If no specific employee has been specified for this line, Maconomy will instead use the cost, intercompany or billing price for the specified employee category for price calculations, if the field “Hourly Rate” in the window System Information in the Set-Up module has been set to “By Employee” or “Employee Priority.”
If the current job is set up for price control from budgets, the employee category is added to the island Employee category Prices in the card part when you add or change the employee category, if it is not already present in that island. If you specify or change an employee category on an existing line, prices are only recalculated if the system parameter “Update prices upon dimension change” has been marked. If the system parameter “Empl. cat. on job budgets required” is marked, it will not be possible to leave out an employee category number in this field, unless the field “Empl.” is also blank. |
| Quantity | In this field, you enter the budgeted quantity for the line. If the activity is a time activity, the quantity is interpreted as number of hours. It is therefore totaled in the “Hours” field by the “Time” field in the card part of the window. Maconomy alerts you if the sum of hours exceeds the hours limit. If you enter a number of hours, it is automatically converted into a number of days which is inserted in the field “Quantity, Days.” The number of days is calculated by dividing the number of hours by the value in the field “Hours per Man Day” in the card part of the window Jobs. |
| Quantity, Days | The functionality of this field is similar to that of the field “Quantity.” However, this field only applies to time activities, and you enter the budgeted quantity as a number of days instead of a number of hours. If you enter a number of days, it is automatically converted into a number of hours which is inserted in the field “Quantity.” The number of hours is calculated by multiplying the number of days by the value in the field “Hours per Man Day” in the card part of the window Jobs.
If you wish to assign items to the job budget line in the window Job Budget Item Lines, the value here must be 1. You can then enter the relevant item quantity on the individual job budget item line. The quantity is used to calculate the budget lines’ total in the fields “Total Cost, Base” and “Billing Price Total, Base.” It is multiplied by the amounts in the fields “Cost, Base” and “Billing Price, Base” on the budget line. This applies to both time and amount activities. Note that if you change the quantity specified in this field on a planning budget, and work has been registered on the current planning budget line since the quantity was specified, the reestimated quantity cannot be lower than the work registered if a new estimated time to completion is currently being specified for the job. |
| Cost, Base | In this field, you enter the budgeted cost in the base currency for one unit of the activity on the budget line. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.”
Maconomy calculates the cost based on information from job price lists, item price lists, and employee or activity information cards. If the executing company behind the activity is different from the company responsible for the job, Maconomy suggests the intercompany price of that company. For a further description of how Maconomy calculates these prices, please see “Appendix A: Price Calculation in the Job Cost module.” If the current job is set up for price control from budgets (see “Price control from budgets” on), changing the cost in this field in such a way that the billing price is also changed, the corresponding job specific price list line is updated with the new billing price in currency. The corresponding job specific price list line is the price list line with the same task and activity number as on the job budget line. If you have entered a tax code which includes an investment tax rate, the investment tax rate will be included in the cost. Investment tax rates are described in further detail in the field “Tax Code.” It is possible to change the suggested cost for amount activities and sometimes for time activities (see below). If you change it, Maconomy will recalculate the budget line billing price based on the new cost and the markup percentage in the field “Markup %.” However, if you have selected a tax code, you can only change the net cost. If the system parameter “Keep Billing Price when Changing Cost Price” is set, the billing price on the line will not be changed if the cost is changed manually. However, the value in the field “Markup %” will change to reflect the new ratio between cost and billing price. If the billing price or cost is subsequently changed manually, Maconomy will calculate the prices as outlined in “Appendix A: Price Calculation in the Job Cost Module.” If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked and you wish to ensure that all prices reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” You can change the costs in this field for time activities if the field “Change Costs for Time” is marked in the window Actions in the Set-Up module. Furthermore, you can only see the cost for time activities if the field “See Time Cost” is marked in the window Actions. If neither field is marked, the value here will be zero and cannot be changed. Maconomy multiplies the cost from this field with the number in the “Quantity” field. The total cost of the line is calculated in the “Total Cost, Base” field. If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks if the new amount causes budget violations according to the rules set up in the job parameter attributes “Limit Purchase Amount to Budget,” “Limit Purchase on Sum or Line Level,” “Limit Purchase, Currency Margin” and “Limit Purchase, Percentage Margin” for the job. If the change causes a budget violation, an error message is displayed. |
| Cost Per Day, Base | This field only applies to time activities. The field shows the value in the field “Cost, Base” converted into a cost per day. The value is calculated by multiplying the value in the field “Cost, Base” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Total Cost, Base | This field shows the total estimated cost in base currency for the budget line. The total cost is found by multiplying the number in the “Quantity” field by the cost per piece in the “Cost” field. Cost prices are totaled in the card part of the window, and Maconomy alerts you if the grand total exceeds the budget limit, which is entered in the “Limit” field in the Budget island. You can also choose to enter a total in this field. Maconomy will then calculate the unit price in the field “Cost, Base” as the total cost price divided by the figure in the field “Quantity.”
If the user does not have access to see cost for time, as specified in the window Actions in the Set-Up module, the value here will be zero and cannot be changed. |
| Billing Price, Curr. | In this field, you enter the budgeted billing price in the job’s currency of one unit of the activity on the budget line. If the activity is non-invoiceable, you cannot enter a price here, and the value must be “0.00.” In the window Activities you can mark the activity as invoiceable in the “Invoice” field.
If you want to enter the billing price in another currency than the job’s currency, use the field “Billing Price, Purchase Currency.” Maconomy calculates the billing price based on information from job price lists, item price lists, adjustment percentage, the employee or activity information card, and information in the window System Information in the Set-Up module. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.” If the current job is set up for price control from budgets (see “Price control from budgets”), changing the billing price causes the corresponding job specific price list line to be updated with the new billing price in currency. The corresponding job specific price list line is the price list line with the same task and activity number as on the job budget line. Furthermore, the field “Line Specific” is marked on the current line. If you change the billing price in this field, the markup percentage is changed proportionally in the field “Markup %,” and the billing price is hereafter interpreted as “Entered” when calculating the price. Maconomy multiplies the billing price in this field with the number in the “Quantity” field. The line’s total billing price is shown in the “Billing Price Total, Currency” field. The billing price in this field and the billing price total are converted to the base currency in the “Billing Price, Base” and “Billing Price Total, Base” fields according to the principles described in “Appendix A: Price Calculation in the Job Cost module.” If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked and you wish to ensure that all prices reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks if the new amount causes budget violations according to the rules set up in the job parameter attributes “Limit Purchase Amount to Budget,” “Limit Purchase on Sum or Line Level,” “Limit Purchase, Currency Margin” and “Limit Purchase, Percentage Margin” for the job. If the change causes a budget violation, an error message is displayed. |
| Billing Price Per Day, Curr. | This field only applies to time activities. The field shows the value in the field “Billing Price, Currency” converted into a billing price per day. The value is calculated by multiplying the value in the field “Billing Price, Currency” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Total Billing Price, Currency | This shows the budget lines total budgeted billing price in the job currency. The total billing price is calculated by multiplying the number in the “Quantity” field by the billing price per piece in the “Billing Price, Currency” field. Billing prices are totaled in the card part of the window, and Maconomy alerts you if the grand total exceeds the billing price budget limit, which is entered in the “Limit” field in the Budget island. |
| Markup % | In this field, you enter the budgeted gross margin % for the activity on the budget line. Gross margin is calculated from cost. If the activity is non-invoiceable, you cannot enter a markup percentage here. The value will then always be “-100.” In the window Activities, you can mark the activity as invoiceable in the field “Invoice.” If you want a billing price of zero, you can set the value in this field to “-100.”
If you change this value, the billing price is changed proportionally, and the billing price is hereafter interpreted as “Entered” when calculating the price (see “Appendix A: Price Calculation in the Job Cost module”). If you change the values in the fields “Billing Price, Currency” and “Markup %” at the same time, the entered billing price is used, and the markup percentage is adjusted proportionally. If the current job is set up for price control from budgets, the billing price of amount activities is adjusted by changing the markup percentage. The underlying job specific price list line only records the markup percentage for the current combination of task and activity. If the current line concerns a time activity, changing the markup percentage causes the corresponding job specific price list line to be updated with a new billing price in currency. The corresponding job specific price list line is the price list line with the same task and activity number as on the job budget line. Furthermore, the field “Line Specific” is marked on the current line. If the system parameter “Update prices upon dimension change” has been marked, the markup percentage in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. If the system parameter is not marked and you wish to ensure that all markup percentages reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” If the user does not have access to see cost for time, as specified in the window Actions in the Set-Up module, the value here will be zero and cannot be changed. |
| Line Specific Billing Price | If the current job is set up for price control from budgets, this field indicates if the billing price differs from the price originally derived from the employee category on the current line. If the line is not marked, the price is the original price. If you change the billing price (for time activities) or markup percentage (for amount activities) on the line, the field will be marked by Maconomy, and the underlying job specific price list line will be updated.
You can mark the field manually to specify that the current price is just the price you want, and that changes in the island Employee Category Prices should not be reflected on this line. If you mark the field on the only line in the budget referring to a certain employee category, Maconomy will remove the employee category in question from the island Employee Category Prices. If you remove the mark, Maconomy will replace the current billing price with the original price from the employee category, and the employee category will appear in the island Employee Category Prices (if it was not there already). If prices are not controlled from the budget, or if the current budget type is not the price controlling budget type, this field will always be unmarked. |
| Cost Type | This field shows the cost type selected for the current activity in the window Activities: “Turnover” or “Outlays.” The sum of activities of the type “Outlays” is deducted from the calculation of the gross margin percentage of a job. For more information about outlay activities, please see the description of the window Activities. |
| Incl. in Fixed Price | This field shows whether or not the entry applying to the line is included in the fixed price of a job. The set-up of the job in question determines whether or not this field is marked when a line is created.
If a fixed-price job or a time-and-material job is assigned the job parameter attribute “Fixed Price Basis” with the value “Budget,” the marking of this field determines which budget lines are included in the fixed quote price of a job and which entries are not included in the fixed quote price of a job. The fixed price of such a job is the sum of the billing prices displayed in the table part of this window for those lines on which the field “Incl. in Fixed Price” has not been marked. The fixed price of a job is also displayed in the island Price in the window Jobs. See also the introduction of the window Invoice Selection for information on how Maconomy determines whether or not entries are to be included in the fixed price of a job. |
| Planned Starting Date | In this field, you can enter the date you plan to begin the activity. Maconomy uses the prices valid per this date when deciding which version of the price list assigned to the job, if any, should be used for price calculation on job budget lines. If you do not specify a date in this field, Maconomy uses today’s date for the calculation of prices.
If you later change the value in this field, Maconomy will recalculate prices on job budget lines only if the budget has not been approved, and if the system is set up to update prices upon dimension change in the window System Parameters. You can also choose to have Maconomy recalculate prices by means of the function “Recalculate Job Budget.” When you select this action, Maconomy will also use the price lists valid per the date specified in this field, if any, for the recalculation. By selecting the action “Transfer Job Dates,” you can prefill this field with the value of the field “Start Date” in the window Jobs for the current job. At the same time, the field “Planned Ending Date” is completed with the value of the field “Estimated Ending Date” in the window Jobs. When creating requisitions or purchase orders from the current line, the date in this field is transferred to the field “Pref. Deliv. Date” in the card part of the requisition or purchase order and the field “Delivery Date” in the table part. Furthermore, the specified date can be used in reports. If you copy a budget with a planned starting date to a new budget with the same job number, this field will also be copied to the new budget. However, you should note that a date in this field does not influence the possibility of assigning periods to the budget line in the window Periodic Job Budgets. |
| Planned Duration | In this field, you can enter a planned duration of the activity. This duration will always be the number of days from the planned starting date to the planned ending date. If a week calendar has been selected in the job parameter attribute “Standard Week Calendar” of the type “Planning,” the date calculation adjusts for weekends and holidays as specified in the week calendar. Otherwise, calendar days are used. If the value of the field is changed, the field “Planned Ending Date” will automatically be adjusted correspondingly. If the value of the fields “Planned Starting Date” or “Planned Ending Date” is empty, the value of this field will be 0. |
| Planned Ending Date | In this field, you can enter the date you plan to end the activity. The date specified will be of importance in the window Detailed Planning in the Resource Planning module as the date specified in this field will be copied to planning lines created on the basis of the budget in question.
By selecting the action “Transfer Job Dates,” you can prefill this field with the value of the field “Estimated Ending Date” in the window Jobs for the current job. At the same time, the field Deliv. Remarks “Planned Starting Date” is completed with the value of the field “Start Date” in the window Jobs. |
| Milestone | If you mark this field, the task on the current line is considered to be a milestone. This means that the task has no duration (the planned starting date and the planned ending date are identical). Furthermore, no activity or task can be assigned to a milestone line the line must be a text line. Milestones are used for traffic reporting purposes, and should not be confused with the milestones in the window Invoicing Plans. |
| Standard Billing Price, Currency | This field shows the standard billing price per unit in the currency of the job.
If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked and you wish to ensure that all prices reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” |
| Standard Billing Price Per Day, Currency | This field only applies to time activities. The field shows the value in the field “Standard Billing Price, Currency” converted into a standard billing price per day. The value is calculated by multiplying the value in the field “Billing Price, Currency” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Total Standard Billing Price, Currency | This field shows the total standard billing price of the current budget entry in the currency of the job.
If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked and you wish to ensure that all prices reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” |
| Purchase Currency | In this field, you can select a currency. Depending on whether you have entered the cost in base currency or in another currency, the value is calculated in the field “Cost, Base” or in the field “Cost, Purchase Currency” by means of this currency. If another currency is subsequently selected, the value in the field “Cost, Purchase Currency” is then recalculated. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.”
If the job budget is structured hierarchically, selecting a purchase currency on a group header line makes it possible to see the total purchase amount for the subordinate lines in a specific currency. |
| Cost, Purchase Currency | In this field, you can enter or see the cost in the currency selected in the field “Purchase Currency.” If you enter a value here, the value in the field “Cost, Base” will be calculated. If a value is entered in the field “Cost, Base,” the calculated cost is displayed in currency in this field. The two fields cannot be filled in at the same time. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.”
If the system parameter “Update prices upon dimension change” has been marked, the price in this field is updated when certain key information on the line is changed, for instance the activity, employee or dimension values. For further information on this and for a complete list of the fields causing the price to be updated, see the description of the system parameter “Update prices upon dimension change.” If the system parameter is not marked and you wish to ensure that all prices reflect the current set-up of the budget lines, use the action “Recalculate Job Budget.” If the user does not have access to see cost for time, as specified in the window Actions in the Set-Up module, the value here will be zero and cannot be changed. Maconomy multiplies the cost in this field with the figure in the field “Quantity,” so that the total cost is calculated in the field “Total Cost, Purchase Currency.” If purchase order lines have been created from the current line, and you decrease the amount in this field, Maconomy checks if the new amount causes budget violations according to the rules set up in the job parameter attributes “Limit Purchase Amount to Budget,” “Limit Purchase on Sum or Line Level,” “Limit Purchase, Currency Margin” and “Limit Purchase, Percentage Margin” for the job. If the change causes a budget violation, an error message is displayed. |
| Cost Per Day, Purchase Currency | This field only applies to time activities. The field shows the value in the field “Cost, Purchase Currency” converted into a cost per day. The value is calculated by multiplying the value in the field “Cost, Purchase Currency” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Total Cost, Purchase Currency | In this field, you can see the total budgeted cost in the current job’s currency. The total cost price is calculated by multiplying the figure in the field “Quantity” by the cost per unit in the field “Cost, Purchase Currency.” The cost is summed up in the card part, and Maconomy alerts you if this total exceeds the cost limit. You can also choose to enter a total in this field. Maconomy will then calculate the unit price in the field “Cost, Purchase Currency” as the total cost price divided by the figure in the field “Quantity.”
If the user does not have access to see cost for time, as specified in the window Actions in the Set-Up module, the value here will be zero and cannot be changed. |
| Billing Price, Purchase Currency | If you want to enter the billing price in another currency than the job’s currency, you can use this field. Maconomy uses the currency specified in the field “Purchase Currency” for converting the amount to the job currency, using the current exchange rate table for purchase at the time of entry. If you change the currency later, Maconomy will recalculate the contents of this field. See also the description of the field “Billing Price, Currency.” For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost module.” |
| Billing Price Per Day, Purchase Currency | This field only applies to time activities. The field shows the value in the field “Billing Price, Purchase Currency” converted into a billing price per day. The value is calculated by multiplying the value in the field “Billing Price, Purchase Currency” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Billing Price Total, Purchase Currency | This field displays the total sales price in purchase currency, that is, the field “Billing Price, Purchase Currency” multiplied by the number in the field “Quantity.” |
| Deliv. Remarks | In this field, you can enter delivery remarks to be used in connection with the delivery of the items. |
| Billing Price, Base | This field shows the amount from the field “Billing Price, Currency” on the current budget line converted into the base currency. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost Module.” |
| Billing Price Per Day, Base | This field only applies to time activities. The field shows the value in the field “Billing Price, Base” converted into a billing price per day. The value is calculated by multiplying the value in the field “Billing Price, Base” by the value specified in the field “Hours per Man Day” for the current job in the window Jobs. |
| Billing Price Total, Base | This field shows the amount from the field “Billing Price Total, Currency” on the current budget line converted into the base currency. For a further description of how Maconomy calculates these prices, please refer to “Appendix A: Price Calculation in the Job Cost Module.” |
| Standard Billing Price, Base | This field shows the standard billing price per unit in the base currency of the company. If you change the value in the field “Billing Price, Purchase Currency” or “Billing Price, Currency,” this number can only change if the standard billing price is calculated as a standard markup percentage. |
| Total Standard Billing Price, Base | This field shows the total standard billing price of the current budget entry in the base currency of the company. |
| Exec. Company No. | This field shows the name of the company carrying out the specified activity. The field cannot be changed. |
| Name | This field shows the name of the executing company. |
| Location | In this field, you can enter a value for the dimension Location. If you do not manually enter a value, Maconomy will attempt to derive a value, using the order of priority set up in the window Dimension Derivation in the G/L module. However, any manually entered value will be overwritten if Maconomy can derive a value for which overwriting has been selected. If no value can be derived, the standard value is transferred from the window System Parameters in the Set-Up module.
If the system parameter “Update prices upon dimension change” has been marked, changing the location on a line will cause the prices on the line to be recalculated. If the current job is set up for price control from budgets (see “Price control from budgets”), and the field “Line Specific Billing Price” is marked for the current line, the billing price is not changed upon recalculation. If the budget controls prices, the function of the system parameter “Update prices upon dimension change” is different. Even if the parameter is set, changing dimensions does not affect the prices. Only changing the employee category on lines related to a time activity will cause a recalculation of the price, and the line will be considered line specific. To recalculate the price after changing dimensions, use the action “Recalculate Job Budget.” See the section on dimension derivation in the chapter “Introduction to the G/L module” as well as the description of the window Dimension Derivation for further information about dimension derivation. |
| Entity | The functionality of this field is similar to that of the field “Location” above. |
| Project | The functionality of this field is similar to that of the field “Location” above. |
| Purpose | The functionality of this field is similar to that of the field “Location” above. |
| Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Local Spec. 1-3 | The functionality of these fields is similar to that of the field “Location” above. |
| Net Cost, Base | This field is only used in Norwegian systems. This field shows a net cost for amount activities. |
| Net Cost Per Day, Base | This field only applies to time activities. The field shows the net cost per day budgeted for the current job budget lines. The value is based on the value in the field “Net Cost Base” above and the number of hours per man day specified for the job in the field “Hours per Man Day” in the “Jobs” window. |
| Tax Code | This field is only used in Norwegian systems. This field shows a G/L tax receivable code if the activity on the line is an amount activity. |
| Activity Name | This field displays the text defined for the current activity. This text is suggested by Maconomy as entry text when a line is created in this window. The entry text can be changed, and this is then displayed in the field “Description” in the table part of this window. |
| Task Description | This field shows the text defined for the current task, if a description has been entered in the field “Task.” |
| Empl. Cat. Name | This field shows the name of the employee category selected in the filed ‘Empl. Cat. No.’. |
| Job Budget Text | In the window Job Budget Texts, it is possible to assign text lines to a job budget line. This field, which cannot be changed, displays whether such text lines are assigned to the current line. |
| Remarks 1-10 | In these fields, you can assign remarks to the current job budget line. The remarks are for information only and can, for example, be used in reports. |